The Preliminary Budget Object consists of four tabs:
Preliminary Budget
Ongoing Expenses
Source of Funds
Outputs
| Info |
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Field Name | Field Type | Default Display Name | Default Help Text | Default Settings | ||
|---|---|---|---|---|---|---|
Field Enable | Field Visible | Field Compulsory | ||||
Document section: | Section for the inclusion of documents which can be viewed by the user through the project record. Instructions: Enter the URL of an existing document or upload a file from your workstation. The URL can be a link to your | |||||
Content Manager document management system if your organisation has activated the |
Content Manager document management functionality. | N/A | N/A | N/A | N/A | N/A |
Preliminary Budget
Field Name | Field Type | Default Display Name | Default Help Text | Default Settings | ||
|---|---|---|---|---|---|---|
Field Enable | Field Visible | Field Compulsory | ||||
Account No | Column heading | Account No | Account No | ALWAYS ENABLED | ||
Configurable | NEVER MANDATORY - | |||||
Description | Column heading | Description | Description | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Asset | Column heading | Asset | Asset | ALWAYS ENABLED |
Configurable | NEVER MANDATORY - | |||
External Funding | Section heading | Preliminary Budget External Funding | Preliminary Budget External Funding | ALWAYS DISABLED |
Configurable | NEVER MANDATORY - |
External Funding Total |
Subtotal for section | Total | External Funding Total | ALWAYS DISABLED |
Configurable | NEVER MANDATORY - | |||
Income | Section heading | Preliminary Budget Income | Income | ALWAYS DISABLED |
Configurable | NEVER MANDATORY - |
Income Total |
Subtotal for section | Total | Income Total | ALWAYS DISABLED |
Configurable | NEVER MANDATORY - | |||
Expenditure | Section heading | Preliminary Budget Expenditure | Preliminary Budget Expenditure | ALWAYS DISABLED |
Configurable | NEVER MANDATORY - |
Expenditure Total |
Subtotal for section | Total | Expenditure Total | ALWAYS DISABLED |
Configurable | NEVER MANDATORY - | |
Operational Cost | Section Heading | Operational Cost Estimate (Post Project) |
Operational Cost | ALWAYS DISABLED |
Configurable | NEVER MANDATORY - |
Operational Cost Total |
Subtotal for section | Total | Operational Cost Total | ALWAYS DISABLED |
Configurable | NEVER MANDATORY - | |||
Grand Total | Displays overall total both at the top and bottom of the grid | Grand Total | Grand Total | ALWAYS DISABLED |
Configurable | NEVER MAN |
Ongoing Expenses
Field Name | Field Type | Default Display Name | Default Help Text | Default Settings | ||
|---|---|---|---|---|---|---|
Field Enable | Field Visible | Field Compulsory | ||||
Account No | Column heading | Account No | Account No | ALWAYS ENABLED | ||
Configurable | NEVER MANDATORY - | |||||
Description | Column heading | Description | Description | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Comment | Column heading | Description | Comment | ALWAYS ENABLED |
Configurable | NEVER MANDATORY - | |||
Annual Ongoing Expenses l | Section Heading | Annual Ongoing Expenses | Annual Ongoing Expenses | ALWAYS ENABLED |
Configurable | NEVER MANDATORY - |
Annual Ongoing Expenses Total |
Subtotal for section | Total | Annual Ongoing Expenses Total | ALWAYS DISABLED |
Configurable | NEVER MANDATORY - | |||
Grand Total | Displays overall total both at the top and bottom of the grid | Grand Total | Grand Total | ALWAYS DISABLED |
Configurable | NEVER MANDATORY - |
Custom Object
Field Name | Field Type | Default Display Name | Default Help Text | Default Settings | ||
|---|---|---|---|---|---|---|
Field Enable | Field Visible | Field Compulsory | ||||
Custom Text Field | Single Line Text Field | Custom Text Field: | Please enter text for the Custom Text field | |||
Configurable |
Configurable |
Configurable | |||
Custom Tickbox | A tickbox with True/False value | Custom Tickbox: | Please tick the Custom Tickbox |
Configurable |
Configurable |
Configurable | |||
Custom List | Dropdown - options are configured via Custom Lists area | Custom List: | Please select a value from Custom List |
Configurable |
Configurable |
Configurable | |||
Custom Date (1-5 available) | Date selection | Custom Date: | Please select a value from Custom Date |
Configurable |
Configurable |
Configurable | |||
Custom Area Field | Multiline Text Field | Custom Area | Please enter text for Custom Area |
Configurable |
Configurable |
Configurable | |||
Custom Numeric Field (1-5 available) | Number Field | Custom Numeric: | Please enter number for Custom Numeric |
Configurable |
Configurable |
Configurable | |||
Section Header | Displays a textual label which can be used to break up the screen into logical sections | Section Header: | Section Header: |
Configurable |
Configurable |
Configurable |
Source of Funds
Field Name | Field Type | Default Display Name | Default Help Text | Default Settings | ||
|---|---|---|---|---|---|---|
Field Enable | Field Visible | Field Compulsory | ||||
Account No | Column heading | Account No | Account No | ALWAYS ENABLED | ||
Configurable | NEVER MANDATORY - | |||||
Description | Column heading | Description | Description | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Comment | Column heading | Comment | Comment | ALWAYS ENABLED |
Configurable | NEVER MANDATORY - | |||
Source of Funds | Section Heading | Source of Funds | Source of Funds | ALWAYS ENABLED |
Configurable | NEVER MANDATORY - |
Source of Funds Total |
Subtotal for section | Total | Source of Funds Total | ALWAYS DISABLED |
Configurable | NEVER MANDATORY - | |||
Grand Total | Displays overall total both at the top and bottom of the grid | Grand Total | Grand Total | ALWAYS DISABLED |
Configurable | NEVER MANDATORY - |
Outputs
Field Name | Field Type | Default Display Name | Default Help Text | Default Settings | ||
|---|---|---|---|---|---|---|
Field Enable | Field Visible | Field Compulsory | ||||
Account No | Column heading | Account No | Account No | ALWAYS ENABLED | ||
Configurable | NEVER MANDATORY - | |||||
Description | Column heading | Description | Description | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Comment | Column heading | Comment | Comment | ALWAYS ENABLED |
Configurable | NEVER MANDATORY - | |||
Outputs | Section Heading | Outputs | Outputs | ALWAYS ENABLED |
Configurable | NEVER MANDATORY - |
Outputs Total |
Subtotal for section | Total | Outputs Total | ALWAYS DISABLED |
Configurable | NEVER MANDATORY - | |||
Grand Total | Displays overall total both at the top and bottom of the grid | Grand Total | Grand Total | ALWAYS DISABLED |
Configurable | NEVER MANDATORY - |
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